‘Old school’ sales techniques are far less effective when engaging with the consumer of today.
- Disagree (52%)
- Agree (36%)
- Not sure (12%)
Start Date: October 3, 2023 @ 12:11 pm
End Date: October 24, 2023 @ 9:34 pm
End Date: October 24, 2023 @ 9:34 pm
I support the proposition that life insurance companies should be permitted to deliver limited advice directly to policy holders.
- Disagree (58%)
- Agree (37%)
- Not sure (5%)
Start Date: September 19, 2023 @ 1:19 pm
End Date: October 3, 2023 @ 12:11 pm
End Date: October 3, 2023 @ 12:11 pm
The suggestion that life companies might pay advice practices an administration service fee to compensate them for the significant time and effort needed to maintain and retain existing clients is an idea worthy of further consideration.
- Agree (75%)
- Disagree (18%)
- Not sure (7%)
Start Date: September 5, 2023 @ 12:59 pm
End Date: September 19, 2023 @ 1:20 pm
End Date: September 19, 2023 @ 1:20 pm
Client file notes should form the core of any advice record that will replace Statements of Advice.
- Agree (75%)
- Disagree (19%)
- Not sure (6%)
Start Date: August 22, 2023 @ 3:10 pm
End Date: September 5, 2023 @ 12:59 pm
End Date: September 5, 2023 @ 12:59 pm
My advice business is worth more today than it was a year ago.
- Agree (60%)
- Disagree (24%)
- Not sure (16%)
Start Date: July 24, 2023 @ 7:03 pm
End Date: August 22, 2023 @ 3:11 pm
End Date: August 22, 2023 @ 3:11 pm